AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.56M
3
+$4.58M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.2M

Top Sells

1
+$61.7M
2
+$59.5M
3
+$15.1M
4
ORCL icon
Oracle
ORCL
+$6.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.28M

Sector Composition

1 Technology 8.97%
2 Financials 4.62%
3 Industrials 4.25%
4 Healthcare 3.47%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$16.7K ﹤0.01%
534
1177
$16.6K ﹤0.01%
214
-28
1178
$16.5K ﹤0.01%
350
1179
$16.3K ﹤0.01%
365
+185
1180
$16.2K ﹤0.01%
316
-25
1181
$16.2K ﹤0.01%
2,330
1182
$16.2K ﹤0.01%
442
-17
1183
$16.1K ﹤0.01%
+2,000
1184
$16.1K ﹤0.01%
730
+6
1185
$15.8K ﹤0.01%
304
+299
1186
$15.8K ﹤0.01%
363
1187
$15.8K ﹤0.01%
34
+22
1188
$15.8K ﹤0.01%
780
+25
1189
$15.5K ﹤0.01%
113
+3
1190
$15.4K ﹤0.01%
284
-75
1191
$15.4K ﹤0.01%
100
1192
$15.4K ﹤0.01%
3,569
+1,586
1193
$15.3K ﹤0.01%
83
-7
1194
$15.3K ﹤0.01%
1,610
+269
1195
$15.2K ﹤0.01%
1,168
1196
$15.1K ﹤0.01%
24
-25
1197
$15.1K ﹤0.01%
798
-10
1198
$15K ﹤0.01%
262
-26
1199
$14.9K ﹤0.01%
+563
1200
$14.8K ﹤0.01%
185
-23
46 47
48
49 50